CCG

Cypress Capital Group Portfolio holdings

AUM $836M
1-Year Est. Return 20.24%
This Quarter Est. Return
1 Year Est. Return
+20.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$546M
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$4.25M
2
+$3.68M
3
+$2.12M
4
BBAG icon
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
+$1.57M
5
LRCX icon
Lam Research
LRCX
+$1.52M

Top Sells

1
+$11.6M
2
+$1.01M
3
+$786K
4
USFR
WisdomTree Bloomberg Floating Rate Treasury Fund
USFR
+$550K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$524K

Sector Composition

1 Healthcare 18.45%
2 Technology 18.09%
3 Financials 10.99%
4 Consumer Discretionary 9.46%
5 Consumer Staples 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.19M 0.59%
13,217
+1,024
52
$3.12M 0.57%
10,111
-25
53
$3.07M 0.56%
15,918
-405
54
$2.96M 0.54%
30,162
+5,666
55
$2.91M 0.53%
52,015
+27,990
56
$2.76M 0.51%
5,067
+1,027
57
$2.71M 0.5%
30,355
+1,106
58
$2.69M 0.49%
60,128
+2,235
59
$2.68M 0.49%
36,542
+1,965
60
$2.66M 0.49%
33,288
+1,464
61
$2.65M 0.49%
44,316
+232
62
$2.6M 0.48%
83,890
+18,491
63
$2.38M 0.44%
60,561
-2,910
64
$2.25M 0.41%
7,643
+841
65
$2.23M 0.41%
20,718
+6,010
66
$2.15M 0.39%
13,747
-1,979
67
$2.1M 0.38%
29,600
+3,240
68
$1.99M 0.36%
209,600
+79,840
69
$1.99M 0.36%
14,070
+1,159
70
$1.96M 0.36%
31,734
-12,747
71
$1.95M 0.36%
77,790
-21,910
72
$1.93M 0.35%
16,947
-500
73
$1.9M 0.35%
53,465
+4,945
74
$1.88M 0.34%
58,160
+47,010
75
$1.87M 0.34%
14,366
+1,171
1 2
3
4 5